See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,116 | $127,264-67.7% | $109,895-62.6% | $167,490-75.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 19.63% | 22.97%-3.3pp | 29.45%-9.8pp | 478.56%-458.9pp |
| Employer contribution / active EE | $516 | $3,322-84.5% | $2,842-81.8% | $4,837-89.3% |
| Participant deferral / active EE | $1,356 | $4,514-70.0% | $4,048-66.5% | $6,341-78.6% |
| Admin fee / account holder | $603 | $7,114-91.5% | $6,066-90.1% | $12,309-95.1% |